logo

How to Collect Leads by Voice

Let your chatbot ask for contact details naturally during voice conversations. Choose fields, offer an optional form, test collection and review leads in Contacts.

Sep 25, 2026●
1

Open your chatbot’s Chat Widget settings.   Go to Deployment → Chat Widget. If you are creating a new bot, finish the text-only setup wizard first. Enable voice afterwards.

**Open your chatbot’s Chat Widget settings.**   Go to Deployment → Chat Widget. If you are creating a new bot, finish the text-only setup wizard first. Enable voice afterwards.
2

Enable voice conversations.   Under Conversation Options, select Text and Voice or Voice Only. Choose your voice and language. Voice calls and tests use 50 message credits per minute, calculated by the second.

**Enable voice conversations.**   Under Conversation Options, select Text and Voice or Voice Only. Choose your voice and language. Voice calls and tests use 50 message credits per minute, calculated by the second.
3

Open AI Contact Enrichment.   In Lead Collection, select AI Contact Enrichment and enable it if available on your account. This can capture details shared naturally in conversation without requiring a form.

**Open AI Contact Enrichment.**   In Lead Collection, select AI Contact Enrichment and enable it if available on your account. This can capture details shared naturally in conversation without requiring a form.
4

Turn on Collect Details by Voice.   The bot asks naturally for your selected fields one at a time. It skips details already supplied and respects visitors who prefer not to share.

**Turn on Collect Details by Voice.**   The bot asks naturally for your selected fields one at a time. It skips details already supplied and respects visitors who prefer not to share.
5

Choose your standard fields.   Select only the information you need: name, email address, phone number, company and location. Choosing a field does not guarantee that every visitor will provide it.

**Choose your standard fields.**   Select only the information you need: name, email address, phone number, company and location. Choosing a field does not guarantee that every visitor will provide it.
6

Add shared custom fields.   Add up to four custom fields, such as Service interest. Choose the field type and turn on AI collection for each relevant field. Custom fields are shared with Lead Form and can be collected by a form, AI, or both.

**Add shared custom fields.**   Add up to four custom fields, such as Service interest. Choose the field type and turn on AI collection for each relevant field. Custom fields are shared with Lead Form and can be collected by a form, AI, or both.
7

Decide whether to offer a form as well.   On the Lead Form tab, enable Lead Collection. Require Details Before Conversation collects a form before a text chat or voice call. Offer Form During Voice Calls adds a Fill In Your Details button without ending the call. Message-count and keyword triggers apply to text chat.   See the lead form tutorial for all form settings.

**Decide whether to offer a form as well.**   On the Lead Form tab, enable Lead Collection. Require Details Before Conversation collects a form before a text chat or voice call. Offer Form During Voice Calls adds a Fill In Your Details button without ending the call. Message-count and keyword triggers apply to text chat.   See the [lead form tutorial](https://help.fastbots.ai/guides/gXM1TsEJ7ZqZDBGrJZC2) for all form settings.
8

Save and test the voice collection flow.   Click Save Changes. Test through your published widget or shared link using clearly fictional test details. Check that the bot asks one question at a time, skips details you already gave and accepts a refusal. Voice tests consume message credits.

**Save and test the voice collection flow.**   Click Save Changes. Test through your published widget or shared link using clearly fictional test details. Check that the bot asks one question at a time, skips details you already gave and accepts a refusal. Voice tests consume message credits.
9

Review the transcript and captured lead.   The call’s written transcript is saved in Chat History. Use the Voice or Text & Voice indicator to find it. FastBots does not store an audio recording.   With AI Contact Enrichment enabled, spoken details are processed from the visitor’s transcript in the normal background cycle. Open Contacts afterwards to review the captured fields. Processing is not necessarily immediate, and visitors may decline to share some details.

**Review the transcript and captured lead.**   The call’s written transcript is saved in **Chat History**. Use the Voice or Text & Voice indicator to find it. FastBots does not store an audio recording.   With AI Contact Enrichment enabled, spoken details are processed from the visitor’s transcript in the normal background cycle. Open Contacts afterwards to review the captured fields. Processing is not necessarily immediate, and visitors may decline to share some details.
10

Configure notifications and follow-up.   In Contacts, select Configure Emails, enter recipient addresses separated by commas, then Save. Verify notification delivery with a test lead. Use the Contacts CRM guide to organise records, notes, statuses and exports.   Continue with the Contacts CRM guide.

**Configure notifications and follow-up.**   In Contacts, select Configure Emails, enter recipient addresses separated by commas, then Save. Verify notification delivery with a test lead. Use the Contacts CRM guide to organise records, notes, statuses and exports.   Continue with the [Contacts CRM guide](https://help.fastbots.ai/guides/TnhYGVIAekgGyOF8EiqS).